Nuveen Calif Municpal Valu F

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Morgan Stanley

CLOSED

Shares0 from 121,985

Change-121,985 (-100%)

Value$0 (-$1.9K)

Filed 2021-05-17

1607 Capital Partners, LLC

CLOSED

Shares0 from 97,963

Change-97,963 (-100%)

Value$0 (-$1.5K)

Filed 2021-05-17

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 68,414

Change-68,414 (-100%)

Value$0 (-$1.1K)

Filed 2021-05-17

LPL Financial LLC

CLOSED

Shares0 from 32,726

Change-32,726 (-100%)

Value$0 (-$504)

Filed 2021-05-14

Kestra Advisory Services, LLC

CLOSED

Shares0 from 31,612

Change-31,612 (-100%)

Value$0 (-$489)

Filed 2022-07-27

Wolverine Asset Management LLC

CLOSED

Shares0 from 31,181

Change-31,181 (-100%)

Value$0 (-$480)

Filed 2021-05-13

Certuity, LLC

CLOSED

Shares0 from 25,000

Change-25,000 (-100%)

Value$0 (-$385)

Filed 2021-05-10

Wells Fargo & Company

CLOSED

Shares0 from 21,866

Change-21,866 (-100%)

Value$0 (-$337)

Filed 2021-05-13

Tortoise Investment Management, LLC

CLOSED

Shares0 from 19,800

Change-19,800 (-100%)

Value$0 (-$305)

Filed 2021-05-05

Evanson Asset Management, LLC

CLOSED

Shares0 from 18,300

Change-18,300 (-100%)

Value$0 (-$282)

Filed 2021-04-23

Wunderlich Securities, Inc.

CLOSED

Shares0 from 17,186

Change-17,186 (-100%)

Value$0 (-$265)

Filed 2021-05-17

Ackerman Capital Advisors, LLC

CLOSED

Shares0 from 13,221

Change-13,221 (-100%)

Value$0 (-$204)

Filed 2021-04-29

Raymond James & Associates

CLOSED

Shares0 from 11,959

Change-11,959 (-100%)

Value$0 (-$184)

Filed 2021-05-14

Bank of America Corp

CLOSED

Shares0 from 9,505

Change-9,505 (-100%)

Value$0 (-$146)

Filed 2021-05-14

Perigon Wealth Management, LLC

CLOSED

Shares0 from 6,960

Change-6,960 (-100%)

Value$0 (-$107)

Filed 2021-05-17

SIT Investment Associates Inc

CLOSED

Shares0 from 2,203

Change-2,203 (-100%)

Value$0 (-$34)

Filed 2021-05-13

UBS Group AG

CLOSED

Shares0 from 1,858

Change-1,858 (-100%)

Value$0 (-$29)

Filed 2021-05-12

Royal Bank of Canada

CLOSED

Shares0 from 1,800

Change-1,800 (-100%)

Value$0 (-$28)

Filed 2021-07-20

Osaic Holdings, Inc.

CLOSED

Shares0 from 1,586

Change-1,586 (-100%)

Value$0 (-$25)

Filed 2021-05-13

Citigroup Inc

CLOSED

Shares0 from 1,516

Change-1,516 (-100%)

Value$0 (-$23)

Filed 2021-05-13

Private Ocean, LLC

CLOSED

Shares0 from 1,300

Change-1,300 (-100%)

Value$0 (-$20)

Filed 2021-04-20

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2021-05-13

Parallel Advisors, LLC

DECREASED

Shares0 from 3,400

Change-3,400 (-100%)

Value$0 (-$52)

Filed 2021-04-23

	Status
Morgan Stanley	CLOSED	121,985	-121,985	-100%	$1.9K	$0	-$1.9K	2021-05-17
1607 Capital Partners, LLC	CLOSED	97,963	-97,963	-100%	$1.5K	$0	-$1.5K	2021-05-17
Rivernorth Capital Management, LLC	CLOSED	68,414	-68,414	-100%	$1.1K	$0	-$1.1K	2021-05-17
LPL Financial LLC	CLOSED	32,726	-32,726	-100%	$504	$0	-$504	2021-05-14
Kestra Advisory Services, LLC	CLOSED	31,612	-31,612	-100%	$489	$0	-$489	2022-07-27
Wolverine Asset Management LLC	CLOSED	31,181	-31,181	-100%	$480	$0	-$480	2021-05-13
Certuity, LLC	CLOSED	25,000	-25,000	-100%	$385	$0	-$385	2021-05-10
Wells Fargo & Company	CLOSED	21,866	-21,866	-100%	$337	$0	-$337	2021-05-13
Tortoise Investment Management, LLC	CLOSED	19,800	-19,800	-100%	$305	$0	-$305	2021-05-05
Evanson Asset Management, LLC	CLOSED	18,300	-18,300	-100%	$282	$0	-$282	2021-04-23
Wunderlich Securities, Inc.	CLOSED	17,186	-17,186	-100%	$265	$0	-$265	2021-05-17
Ackerman Capital Advisors, LLC	CLOSED	13,221	-13,221	-100%	$204	$0	-$204	2021-04-29
Raymond James & Associates	CLOSED	11,959	-11,959	-100%	$184	$0	-$184	2021-05-14
Bank of America Corp	CLOSED	9,505	-9,505	-100%	$146	$0	-$146	2021-05-14
Perigon Wealth Management, LLC	CLOSED	6,960	-6,960	-100%	$107	$0	-$107	2021-05-17
SIT Investment Associates Inc	CLOSED	2,203	-2,203	-100%	$34	$0	-$34	2021-05-13
UBS Group AG	CLOSED	1,858	-1,858	-100%	$29	$0	-$29	2021-05-12
Royal Bank of Canada	CLOSED	1,800	-1,800	-100%	$28	$0	-$28	2021-07-20
Osaic Holdings, Inc.	CLOSED	1,586	-1,586	-100%	$25	$0	-$25	2021-05-13
Citigroup Inc	CLOSED	1,516	-1,516	-100%	$23	$0	-$23	2021-05-13
Private Ocean, LLC	CLOSED	1,300	-1,300	-100%	$20	$0	-$20	2021-04-20
Proequities, Inc.	CLOSED	0	0	—	$0	$0	$0	2021-05-13
Parallel Advisors, LLC	DECREASED	3,400	-3,400	-100%	$52	$0	-$52	2021-04-23

Showing 23 of 23 institutions